What We Do BestFinancial and TAX Services
Individual and Business Taxes
Budgeting and Forecasting
Tax Planning and Preparation
Filing tax returns is required for businesses and individuals. It should not be a burden and cause anxiety. Creating a plan and having your records organized will ensure the process is manageable.
We will help you manage the process as we remain connected with you throughout the year as your business and tax advisor.
Individual and Business INCOME Taxes
Our tax planning and preparation services will provide the following outcomes:
- File income tax returns timely to avoid unnecessary penalties and tax liens
- Tax planning and implementing strategies to create tax savings
- Understanding and applying the tax laws to your advantage
Real time financial reporting is critical to making business decisions and maximizing cash flow. Current technology and the appropriate accounting package offer businesses options that are affordable and effective whether the accounting functions are performed in-house or off-site.
“I value his strong sense of integrity and highly recommend Scott for transparent advice and overall trustworthy accounting services.”
Dr. Nilesh Kansangra
President and Founder of Main Street Dental
Budgeting and Forecasting
Everyone needs a plan. Business owners have expectations. Management needs to understand the goals and targets to meet owners’ expectations. Employees need direction to carry out the business goals and objectives.
We have a proven track record to create and implement an effective budget and forecast model for your business.
Budgeting and Forecasting is the conductor which conveys the message to the management team and team members.
Budgeting and Forecasting allows businesses to compare monthly results to budgets and forecasts.
Budgeting and Forecasting improves cash flow and provides business owners opportunities to expand their business and plan for retirement.
Advisory Services for Start-Ups
We can assist you in the following stages:
“Scott has tremendous knowledge of accounting, tax, AND business, and has the rare ability to put all of it together to help guide entrepreneurs and business owners to make sound and prosperous business decisions.”
Dr. Jay Greenstein
CEO and Founder of Kaizo Health Group
CFO Services include:
“Scott was the direct liaison with my business banker and realtor as we negotiated the successful purchase of additional real restate and helped us to secure additional funding to manage the change in workflow due to the current world affairs.”
Dr. Marcia B. Levi
CEO and Founder of Optimal Care and Optimal Oasis
Individual Income TaxesStarting at
Business Income TaxesStarting at
Financial ReportingStarting at
Budgeting/ ForecastingStarting at
Advisory ServicesStarting at
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Start with a free consultation.
Everyone needs a plan. Let us help you make yours.